During our initial intake process, our staff will ask for:
All of which does not auto populate to TW once a record has been created. We use this information for our Demographics Report that we utilize for marketing purposes.
We suggest the following:
The client’s Marital Status should go in the Client “Contact Detail” Box. This is a pop up box that has client’s info. It can be accessed by Edit Existing Contact. It should be included as part of the Personal info or Name area.
The County and State location of an accident should go under the Client Tab, Incident Tab, under Date and Location box.
Best,
Marisol
Guest
